Education

In our debut podcast, Soundmark Advisor Liz McQueen, CRPC® discusses the benefits of a Health Savings Account (HSA) with Soundmark Principal Todd Flynn, CPA, CFP®.

As I grow older, I learn more about the fragile state of life. With increasing frequency, I am receiving calls about good friends and loved ones passing. There are instances where some pass too soon and others die naturally as an endcap to life. We all experience episodes like this; there is no prescription to make them less painful.

Soundmark Principal Bill Schultheis shares his message about saving, investing, and planning for a life of wealth and happiness on "The White Coat Investor" podcast.

Washington state legislature has passed the nation’s first public-operated long-term care insurance program. The Long-Term Care (LTC) Act goes into effect on January 1, 2022 and is a mandatory payroll tax that affects all employees residing in Washington.

As our firm grows, we continue to find great Soundmark ambassadors. Please help us welcome the newest member of our team, Kate Gross.

Washington’s legislature passed a new capital gains tax that will take effect on January 1, 2022. The tax will be imposed on Washington residents at 7 percent on long-term capital gains (assets held for longer than a year) that exceed $250,000 annually.

Scholarships can give your child an opportunity to attend a school previously thought to be out of reach. However, the potential tax implications that come with scholarships are often overlooked.

In a world growing increasingly more virtual, how are you handling cybersecurity? If you have multiple accounts with multiple passwords, a password manager could make life much more manageable.

Some describe Kaliko as the “glue” that brings others together. She has been using this “glue” for years, building long-term relationships with many of our clients. “Financial planning is very intimate; it is almost necessary for clients to reveal everything about themselves to allow for the most appropriate planning for them. Trust and integrity are very important to the way I approach my client interactions.”.

Soundmark Principal and author of The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Wealth of Happiness, Bill Schultheis discusses the silent majority and other topics in a recent podcast interview with Morningstar.